Your Bond Slice Just Got Interesting
The 30-year Treasury just hit a 20-year high of 5%. That resets the math on the bond part most portfolios ignore. Here’s how to check yours.
Nvidia Beats But the Market Yawns
This is what corrective bounces look like inside a wave of volatility when we are near a potential turning point.
Threat of Bond Vigilantes Strikes Fear in Wall Street
If yields continue to rise as the bond vigilantes make their voices heard, expect the market to start running.
Market Horrors: Nasty Tuesday Trading, Scary May Prices, Threatening Trump
Let’s check the nastiest day of the 3-day selloff, May inflation outlook, Trump’s Iran threats and … Nvidia earnings.
Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
Traders Remain Complacent Despite Bad Breadth
I’m still expecting the market to reach oversold levels sometime after Memorial Day.
Dip Buyers Can’t Stave Off Ugly Finish as Stocks Head for Disappointment
Both retail and institutions sold off as the market heads into two key events that are likely to produce bounces.
Samsung’s Looming Labor Strife Could Reverse Semiconductor Surge
Will Samsung Electronics workers walk off the job? And how can U.S. investors access the Korean chip sector, which has made Seoul stocks the world’s best performers?
I’m Stalking These Small-Caps as Interest Rates Spread Ugliness Across Wall St.
Higher interest rates are smacking the market, but I’m focusing on these opportunities.
Don’t Trust Bounces as a Turning Point Continues to Develop
Here is my strategy for navigating this difficult market.